Secure document portal for contracts, statements and project files
Typical client: Companies exchanging sensitive documents with customers and partners
Discuss a similar project
The challenge
Sensitive documents are shared via email and consumer file-sharing services, with no audit trail and unclear permissions.
The solution
A secure document portal with per-customer folders, granular permissions, signed download links, e-signature and a full audit trail.
Business benefit
Auditable document exchange, fewer compliance worries and a professional partner experience.
Key capabilities
- Per-customer and per-project folders
- Granular permissions and link expiry
- E-signature for selected documents
- Full audit trail
- Notification on new documents
How it works
- 1Document is uploaded to the relevant folder
- 2Recipient is notified and authenticates
- 3Document is read, signed or downloaded
- 4All actions are recorded in the audit trail
Related solution examples
Customer self-service portal for orders, invoices and support
Customers email and call for order status, invoices and reorders. Service staff spend more time looking up records than helping.
Service portal with ticketing, SLA visibility and asset register
Customers don't know the status of open tickets, SLA breaches surface late, and the asset register lives in a spreadsheet.
Let's look at what is slowing your business down
A short introductory call to review your current process, the main challenges and possible directions. No technical sales pitch, no commitment.
Tell us about your project
About two minutes to complete. We respond within one business day.
